Latest AMALGAMATED BANK Stock Portfolio
$13.07Billion– No. of Holdings #1618
AMALGAMATED BANK Performance:
2026 Q1: -3.95%YTD: -3.95%2025: 14.73%
Performance for 2026 Q1 is -3.95%, and YTD is -3.95%, and 2025 is 14.73%.
About AMALGAMATED BANK and 13F Hedge Fund Stock Holdings
On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, AMALGAMATED BANK reported an equity portfolio of $13.1 Billions as of 31 Mar, 2026.
The top stock holdings of AMALGAMATED BANK are NVDA, AAPL, MSFT. The fund has invested 6.6% of it's portfolio in NVIDIA CORPORATION and 5.9% of portfolio in APPLE INC .
The fund managers got completely rid off PINNACLE FINANCIAL PARTNERS (PNFP), COMERICA INC (CMA) and FRONTIER COMMUNICATIONS PARENT COM (FYBR) stocks. They significantly reduced their stock positions in ECHOSTAR CORPORATION (SATS), CIENA CORPORATION (CIEN) and LUMENTUM HOLDINGS INC (LITE). AMALGAMATED BANK opened new stock positions in AMCOR PLC COM NEW (AMCR), VERSANT MEDIA GROUP INC COM CL A and PIPER SANDLER COMPANIES COM NEW (PIPR). The fund showed a lot of confidence in some stocks as they added substantially to LIFE360 INC COM, VSE CORP (VSEC) and MERCHANTS BANCORP (MBIN).
The top stock holdings of AMALGAMATED BANK are NVDA, AAPL, MSFT. The fund has invested 6.6% of it's portfolio in NVIDIA CORPORATION and 5.9% of portfolio in APPLE INC .
The fund managers got completely rid off PINNACLE FINANCIAL PARTNERS (PNFP), COMERICA INC (CMA) and FRONTIER COMMUNICATIONS PARENT COM (FYBR) stocks. They significantly reduced their stock positions in ECHOSTAR CORPORATION (SATS), CIENA CORPORATION (CIEN) and LUMENTUM HOLDINGS INC (LITE). AMALGAMATED BANK opened new stock positions in AMCOR PLC COM NEW (AMCR), VERSANT MEDIA GROUP INC COM CL A and PIPER SANDLER COMPANIES COM NEW (PIPR). The fund showed a lot of confidence in some stocks as they added substantially to LIFE360 INC COM, VSE CORP (VSEC) and MERCHANTS BANCORP (MBIN).
AMALGAMATED BANK Equity Portfolio Value
Last Reported on: 08 May, 2026
AMALGAMATED BANK Annual Return Estimates Vs S&P 500
Our best estimate is that AMALGAMATED BANK made a return of -3.95% in the last quarter. In trailing 12 months, it's portfolio return was 16.09%.
- Performance
- S&P 500
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| vertiv holdings co | 142 |
| pinnacle finl partners inc | 138 |
| waters corporation | 54.5 |
| stifel finl corp | 52.89 |
| advanced energy industries | 48.71 |
| ttm technologies inc | 48.53 |
| solstice advanced matls inc com | 41.7 |
| fifth third bancorp | 31.06 |
Additions to existing portfolio by AMALGAMATED BANK
Reductions
| Ticker | % Reduced |
|---|---|
| ciena corporation | -59.05 |
| lumentum holdings inc | -58.53 |
| coherent corp com | -51.61 |
| on semiconductor corp com | -13.98 |
| united airlines holdings inc | -12.49 |
| paypal holdings inc | -11.48 |
| williams sonoma inc | -10.79 |
| occidental petroleum corp | -9.81 |
AMALGAMATED BANK reduced stake in above stock
Sold off
Sector Distribution
AMALGAMATED BANK has about 31.1% of it's holdings in Technology sector.
- Technology
- Financial Services
- Consumer Cyclical
- Industrials
- Healthcare
- Communication Services
- Consumer Defensive
- Energy
- Others
- Real Estate
- Utilities
- Basic Materials
| Sector | % |
|---|---|
| Technology | 31.1 |
| Financial Services | 10.4 |
| Consumer Cyclical | 10.2 |
| Industrials | 9.9 |
| Healthcare | 9.2 |
| Communication Services | 9 |
| Consumer Defensive | 4.9 |
| Energy | 4.1 |
| Others | 3.9 |
| Real Estate | 2.6 |
| Utilities | 2.4 |
| Basic Materials | 2.2 |
Market Cap. Distribution
AMALGAMATED BANK has about 88.1% of it's portfolio invested in the large-cap and mega-cap stocks.
- MEGA-CAP
- LARGE-CAP
- MID-CAP
- UNALLOCATED
| Category | % |
|---|---|
| MEGA-CAP | 51.2 |
| LARGE-CAP | 36.9 |
| MID-CAP | 7.3 |
| UNALLOCATED | 3.8 |
Stocks belong to which Index?
About 84.7% of the stocks held by AMALGAMATED BANK either belong to S&P 500 or RUSSELL 2000 index.
- S&P 500
- Others
- RUSSELL 2000
| Index | % |
|---|---|
| S&P 500 | 79.5 |
| Others | 15.4 |
| RUSSELL 2000 | 5.2 |
AMALGAMATED BANK Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of AMALGAMATED BANK
AMALGAMATED BANK has 1618 stocks in it's portfolio. About 31.8% of the portfolio is in top 10 stocks. MSFT proved to be the most loss making stock for the portfolio. XOM was the most profitable stock for AMALGAMATED BANK last quarter.
Last Reported on: 08 May, 2026| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc | 0.04 | 51,851 | 5,910,000 | reduced | -2.18 | ||
| AA | alcoa corp | 0.06 | 118,779 | 7,879,000 | reduced | -1.54 | ||
| AAPL | apple inc | 5.87 | 3,024,350 | 767,550,000 | reduced | -2.59 | ||
| ABBV | abbvie inc com | 0.62 | 374,211 | 81,387,000 | reduced | -2.47 | ||
| ABC | cencora inc com | 0.12 | 47,666 | 14,974,000 | added | 14.76 | ||
| ABNB | airbnb inc com cl a | 0.09 | 88,767 | 11,209,000 | reduced | -9.65 | ||
| ABT | abbott laboratories | 0.25 | 321,390 | 32,997,000 | added | 0.09 | ||
| ACGL | arch capital group ltd | 0.05 | 67,573 | 6,486,000 | reduced | -0.07 | ||
| ACM | aecom com | 0.04 | 58,703 | 4,979,000 | added | 0.02 | ||
| ACN | accenture plc class a | 0.17 | 111,254 | 22,061,000 | reduced | -4.36 | ||
| ADBE | adobe inc | 0.16 | 85,969 | 20,897,000 | reduced | -8.18 | ||
| ADC | agree realty corp | 0.03 | 53,580 | 4,039,000 | added | 6.7 | ||
| ADI | analog devices inc com | 0.22 | 88,998 | 28,314,000 | reduced | -3.11 | ||
| ADM | archer daniels midland co com | 0.05 | 97,163 | 7,063,000 | added | 5.76 | ||
| ADP | automatic data processing inc. | 0.13 | 83,891 | 17,045,000 | reduced | -3.6 | ||
| ADSK | autodesk inc | 0.08 | 44,592 | 10,675,000 | reduced | -4.73 | ||
| AEE | ameren corporation | 0.04 | 52,163 | 5,734,000 | added | 4.16 | ||
| AEIS | advanced energy industries | 0.04 | 16,317 | 5,266,000 | added | 48.71 | ||
| AEP | american electric power | 0.11 | 106,432 | 13,951,000 | added | 7.12 | ||
| AFG | american financial group inc. | 0.03 | 31,526 | 4,026,000 | added | 3.32 | ||